Carl Kawaja – Navigating the Investment Landscape: AI, Tariffs, Sports Gambling & More| #580

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 25 April 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, and the evolving landscape of sports gambling. Carl also reflects on the enduring value of certain companies, particularly in the context of evolving market conditions. (0:00) Starts (1:46) Intro (8:04) Compounding investments (13:47) Global investment insights (21:35) Market sentiment and trade policy discussions (28:01) Emerging markets (32:11) Tech, AI, and healthcare (37:34) Sports gaming industry (51:42) Biotech and healthcare investment opportunities (57:00) Carl's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at [email protected] ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Medfavor show, where the focus is on helping you grow and preserve your wealth.
0:10.9	Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser.
0:16.9	Better investing starts here.
0:19.5	Metfabor is the co-founder and chief investment officer at Cambria Investment Management.
0:22.5	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:25.8	All opinions expressed by podcast participants are solely their own opinions and do not reflect
0:28.9	the opinion of Cambria Investment Management or its affiliates.
0:31.2	For more information, visit cambrain investments.com.
0:34.4	This episode is sponsored by our friends at Whitecharts, the all-in-one platform for investment research, client communication, and proposal generation built specifically for today's advisors.
0:45.3	With time-saving features like AI chat, quick extract, and customizable proposals, Whitecharts brings everything into one place so you can stop juggling software and focus on what
0:55.3	matters most, your clients and growing your business. In 2024, advisors using Y charts added an average of
1:02.2	33 million in new AUM, all while saving 20 hours a month on research, proposals, and meeting prep.
1:08.7	That's basically half a work week back in your pocket.
1:11.7	That's why nine out of ten advisors rate Y charts above average are best in class for ease
1:16.2	of use, data depth, and overall effectiveness. And when it comes to service, users give Y charts
1:21.9	4.5 out of five stars for their white glove support. No bots, just real support experts ready to help whenever you need
1:28.8	it. Whether you're growing your book, sharpening your process, or deepening client trust,
1:33.4	whitecharts is the platform to get it done. See for yourself and get 20% off your initial
1:37.9	whitecharts professional subscription when you start your free whitecharts trial and tell them
1:42.2	that Meb sent you for new customers only.
1:46.5	Welcome back, everybody. Awesome show again today. Our guest is Carl Kowaja, a portfolio manager
1:51.7	with Capital Group, which manages over $2 trillion. Carl has been a Capital Group for over three
	...

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